Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Common Reporting Standard (CRS) Compliance

Manual post section

Common Reporting Standard (CRS) Compliance

While similar in scope to FATCA, the Common Reporting Standard (CRS) promises to be more far-reaching in both scope and impact. CRS will introduce a more global dimension to tax compliance. (a global FATCA – GATCA)

Fenergo CRS Compliance enables financial institutions to comply with the full remit of the Common Reporting Standard.

The solution works hand-in-hand with the Fenergo Regulatory Rules Engine to identify clients (new or existing) that may be in scope for CRS compliance based on country adoption of rules.